The Investments & Wealth Institute, formerly Investment Management Consultants Association® IMCA®, is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers. The is the premier source for wealth, investment and retirement advising news, podcasts, CE events, certifications, and more. They provide practical tools and strategies to add measurable values to investors’ personal practices and firms, and make a real difference for their investment and wealth management clients. The Institute administers and grants the industry’s most esteemed professional certifications for financial advisors, investment consultants, and wealth managers: Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®).
The Investments & Wealth Institute Highlights
Members average $201.8 million in average assets under management (AUM), compared to only $52.8 million for other financial advisors.
38 percent of Institute members serve clients with a net worth of $2 million or more, compared to only 31 percent of other advisors.
25 percent of Institute members manage more than $250 million, compared to only 13 percent of other advisors.
More than half (53 percent) of Institute members have more than 20 years of industry experience and 22 percent have 15-19 years of experience.
Advise individuals and institutions on portfolio construction and maintenance.
Certified Private Wealth Advisor, CPWA®
Certification program for financial planners and advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.
Focuses on the expertise and skills required for holistic wealth management for high-net-worth clients.
The Investments & Wealth Institute is perfect for:
Advanced investments and wealth professional
High-performing members of a team
Aspirational advisor looking to improve client outcomes
Financial planner looking to go beyond planning
Career changer trying to understand the investment consulting process
Lifelong learner who is looking for Ivy League quality education
Advisor who is struggling with the unique needs of high-net worth clients
Individual or institutional investor searching for a new advisory relationship